JobNimbus Feedback

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Financials

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  1. Automated Estimate/proposals

    It would be useful when creating an estimate, to have the ability to enter in product's width and length and have it automatically calculate how much of the product will be used, along with hrs. it will take to complete said project.

    3 votes

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    Started  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Accepting Down payments on jobs (Accrual basis of accounting)

    Has anyone found a good work around for accepting down payments for jobs that will not start for at least 4-6 weeks. We are on the accrual basis of accounting and currently JobNimbus has us doing an invoice for the down payment then posting a payment against that invoice. This invoice transfers to Quickbooks as unearned revenue which is where it's supposed to go. W

    Weeks later, when we start the job, we convert the estimate to an invoice when recognize the income. The problem is the people are getting confused as to what to tell the client they need…

    2 votes

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    Started  ·  0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Remove Subtotal and Total from Estimates

    It would be great if estimate templates were more customizable so that we can remove total/subtotal from estimates when necessary.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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    We are adding some display functionality in estimates that allows for showing/hiding totals and section totals. This will be ready in the next 3-4 weeks.

  4. 1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello!

    This functionality should be out in the next 2 weeks. We recently added invoice automations and are expanding them to include some additional conditions and actions.

    Thank you,

    Keys

  5. Estimate Options (e.g. Good, Better, Best)

    On the estimate be able to have options. So that the options do not all total together at the bottom. Right now it gives an unaccurate total amount.

    86 votes

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    Started  ·  22 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Subtotals for Sections on Estimates and Invoices

    It would be helpful if there was a way to add subtotals throughout the estimate. For example, sometimes we have to do a subtotal for roof, a subtotal for gutters and then an overall total. Is there a way to do that already?

    Thanks for the help!

    28 votes

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    Started  ·  4 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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